Top Certified Financial Planners in Greater San Diego Area
Mark T. Ealy, CFP, CPA
Certified Financial Planner
Greater San Diego Area
Certified Financial Planner
University of Detroit Mercy
Recommendations: 3
Retirement Planning
Investments
Mutual Funds
Financial Advisory
401k
IRAs
Real Estate
Investment Management
m****[email protected]
Steve Balaban CFP®
Certified Financial Planner®
Greater San Diego Area
Certified Financial Planner®
Vice-President
Vice-President
Financial Consultant
Registered Representative
San Diego State University
The University of Connecticut
Recommendations: 0
c****[email protected]
Jackie Mazur CFP® -President Guide My Finances
Certified Financial Planner
Greater San Diego Area
Certified Financial Planner
President
Adjunct Professor of Finance
Branch Leader - San Diego
Certified Financial Planner
San Diego State University-California State University
San Diego State University-California State University
Recommendations: 0
Retirement Planning
Retirement
401k
Investments
Insurance
Investment Advisory
Disability Insurance
Savings
j****[email protected]
j****[email protected]
Patrick Peterhans
Owner
Greater San Diego Area
Owner
Certified Financial Planner
Founder and CFO
Co-Founder / CFO
CFO
CFO
University of Southern California - Marshall School of Business
Enrolled Agent
College of Financial Planning
Institut Montana, Zugerberg
Recommendations: 0
Financial Analysis
Strategic Financial...
Tax
Strategic Planning
Financial Goals
Venture Capital
Cash Flow Forecasting
Business Valuation
p****[email protected]
